Definitions
Number (Required) – the unique asset number that you want to assign to the asset on this row
Serial Number – the serial number that you want to assign to the asset on this row
Barcode – the number version of a barcode that you want to assign to the asset on this row
Chips – the number version of an RFID chip that you want to assign to the asset on this row
Description (Required) – a description of the asset on this row
Owner.Name (Required) – the name of the owner of the asset, often the customer that owns the asset. The list is based on the entities in the “Customer” tab under Asset Management
ModelNumber – the model number that you want to assign to the asset on this row
PartNumber – the part number that you want to assign to the asset on this row
Location.Name (Required) – the location of the asset. The choice of location depends on the owner selected. Locations can be found in the “Locations” tab under Asset Management
Manufacturer.Name – the manufacturer that you want to assign to the asset on this row. The choices depend on the entities in the “Manufacturer” tab under Asset Management
Latitude – the latitude that you want to assign to the asset on this row for display on a map
Longitude – the longitude that you want to assign to the asset on this row for display on a map
TagNames (Required) – the names of the tags that you want to assign to the asset on this row. You can add multiple tags, separated by a semicolon. Do not put a space between the semicolon and the next tag. The choices depend on the entities in the “Tags” tab under Asset Management.
ExpiryDate – the expiration date of the asset on this row. This is not the expiration date of the cert, but of the asset itself. Formatted as MM/DD/YYYY.
InServiceDate – the date that the asset on this row was put into service. Formatted as MM/DD/YYYY.
DateOfManufacture – the date that the asset on this row was manufactured. Formatted as MM/DD/YYYY.
Status (Required) – the status of the asset. The choices are based on the status at the top of the details page of any asset (Active, Deactivated, Out of Service, Scrapped). This field is case sensitive, so the first letter of each word is capitalized.
ParentNumber – the asset number of an asset that you want to assign as the parent to the asset on this row. If assigning a parent, the parent asset must already exist in TessaLink before you start the import.
Attribute.Name – Name of the attribute that you want to assign to the asset on this row. The choices depend on the entities in the “Attributes” tab under Asset Management.
Attribute.DateType – The data type of the attribute that you want to assign to the asset on this row, based on the attribute name that you chose. The data type can be found to the right of the attribute in the “Attributes” tab. If you have an Attribute.Name, you must have an Attribute.DataType.
Attribute.Value – the “answer” to the attribute under Attribute.Name. Depending on the Attribute.DataType, this could be text, a number, or a dropdown value. This is not required, even if you have an Attribute.Name.
Attribute.UoM – the unit of measurement for the attribute chosen. This cell should only be filled in if the Attribute.DataType is “number”. The units of measurement can be found when adding a “number” data type inside TessaLink.
Attribute.DropDownValues – the dropdown values for the attribute for this particular asset. This cell should only be filled in if the Attribute.DataType is “dropdown”. You can add multiple values, separated by a semicolon. Do not put a space between the semicolon and the next value.
Schedule.StartDate – the start date for a scheduled form, formatted as MM/DD/YYYY. This is required if you have a scheduled form.
Schedule.Template.Name – the name of the form template that you want to attach to the asset on this row.
Schedule.ScheduleFrequency.IntervalType – The interval of time for the frequency of the schedule (Year, Month, Week, Day).
Schedule.ScheduleFrequency.Unit – The number of the interval for the frequency (such as 30).
Schedule.ScheduleWarning.IntervalType – the interval of time for the warning period of the schedule in a scheduled report (Year, Month, Week, Day).
Schedule.ScheduleWarning.Unit – The number of the interval for the schedule in a scheduled report (such as 30).
Image.Name – The name of the image file that is being attached to the asset in this row. The file name must also include the file extension (such as image1.jpg).
Diagram.Name – The name of the image file for a diagram being attached to the asset in this row. The file name must also include the file extension (such as diagram1.jpg).
Attachement.Name – the name of the attachment that is being attached to the asset in this row. The file name must also include the file extension (such as usermanual.docx).
Attachment.Description – A description of the asset to better know what it is in case of a non-descriptive file name.
Attachement.AttachmentLabel.Name - The attachment label that you want to use for the attached file. The list of attachment labels that you can use can be found in your web app under Asset Management -> Attachment Labels
Tips
Multiple attributes can be put on the same row for the same asset. In order to do this, copy the Attribute.Name, Attribute.DateType, Attribute.Value, Attribute.UoM, and Attribute.DropDownValues columns. Paste them to the right of the copied cells. This can be done as many times as you need in order to have all of the desired attributes. Even if not all 5 columns will be used, all 5 must be copied over – the unused columns will be left blank for that attribute.
Multiple schedules can be put in the same row for the same asset. In order to do this, copy the Schedule.StartDate, Schedule.Template.Name, Schedule.ScheduleFrequency.IntervalType, Schedule.ScheduleFrequency.Unit, Schedule.ScheduleWarning.IntervalType, and Schedule.ScheduleWarning.Unit columns. Paste them to the right of the copied cells. This can be done as many times as you need in order to have all of the desired scheduled forms. Even if not all 6 columns will be used, all 6 must be copied over – the unused columns will be left blank for that schedule.
If you have any attachments for assets, save the file as “asset”. Combine the excel spreadsheet and all of the attachments into a compressed (zipped) folder named “asset”, then import that zipped folder.
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